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Financial Expertise for the
Private Education Sector
When considering an accounting firm, know that with
                         Armanino McKenna you will be getting the preeminent
                         provider of accounting and consulting services to the
                         private school industry in all of California. You will
                         inherit a new set of eyes and gain a new perspective on
                         how to view your financial statements and equally as
                         important, learn what your financial statements tell the
                         outside world. This will prove invaluable in making
                         well-educated decisions about how best to operate your
                         school.


                         Armanino McKenna is different from other accounting
                         firms. Not only do we provide the best service at
                         competitive rates, but we also add value to your school
                         by providing a snapshot benchmarking analysis versus a
                         customized group of select private schools that allows
                         you to see how your school stacks up against the best
                         run private schools in California. This analysis, coupled
                         with our decades of private school experience, provides
                         some very unique and helpful financial metric analytics
                         that will enlighten your school in areas it may not have
                         otherwise considered or evaluated.
Armanino McKenna
  is a firm built on a
 solid foundation of     We are of the belief that there is no substitute for real and
great service, great     reliable data backed by real life experience and examples
   people and great
                         presented by experts dedicated to your industry. Let
              clients.
                         Armanino McKenna, THE private school experts, be your
                         competitive advantage.
Expertise                                       Experience                                          Team                                      Communication

Armanino McKenna is an established              Working with over 100 private schools               We understand that continuity is          We have always been praised about
leader in the field of private educa-           provides us with real-life experiences              essential in cultivating client loyalty   our unique way of delivering
tion. From its inception in 1953, we            from which we are able to draw upon                 and providing best of industry ser-       information and have a strong belief
have been providing best-of-industry            in providing business advisory and                  vice. That is why we provide every        that our unique style of communica-
services to clients in not only the             private school best practice recommen-              engagement from partner all the way       tion clearly sets us apart from our
not-for-profit industry, but more               dations. Our clients benefit from the               through staff with our firm’s most        peers. We do not just deliver your
importantly, the private school sector.         numerous real-life experiences from                 experienced and proficient private        financial results in a typical “this is
Our nonprofit practice is the second            which our private school partners and               school financial experts. Many of         what happened” approach, but we
largest niche area in our firm servicing        engagement teams can pull from when                 our long-term clients have enjoyed        draw from our extensive experiences
over 450 nonprofit organizations which          providing thoughtful and constructive               the same core team for 10-15 years        to benchmark your school against
include over 100 private schools.               recommendations to help improve how                 or more! We are prepared to make          your peers and/or the best-of-the-best.
                                                your school operations.                             that same level of commitment to          The benchmarking comparisons
                                                                                                    you.                                      provide a unique insight into the
                                                                                                                                              worlds of other schools and can be
                                                                                                                                              invaluable in helping management
                                                                                                                                              and the board make tough decisions
                                                                                                                                              about how best to operate your school
                                                                                                                                              now and into the future.
                                       See and Hear From Our Clients
                                           Our clients are our biggest testament to the qual-
                                                ity, timeliness and best-of-industry services we
                                                           provide. Take a few minutes to check
                                                               out our video testimonials and
                                                                 hear from other leaders in the
                                                                 private education industry about
                                                                 their experience with Armanino          To learn more about our private education practice or to speak with us
                                                                 McKenna.                                about your school, contact Josh Nevarez, Partner and Private Education
                                                http://www.vimeo.com/amllp/educate                       Leader at 925.790.2710 or by email at Josh.Nevarez@amllp.com.
“Armanino McKenna conducted an               The following is a partial list of the
extremely thorough audit offering many       Private Education clients served by
practical solutions to various accounting    Armanino McKenna.
issues we face, suggesting improve-
ments to our accounting policies and
procedures to assist in proper reporting     Athenian School
and stronger internal controls. The          Branson School
Armanino McKenna staff is a pleasure
to work with before, during and after the    California Institute of Integral Studies
audit.”                                      Carondelet High School

                   —Marilyn Gardner          Chartwell School
                   Director of Finance       College Preparatory School
               De La Salle High School
                                             De La Salle High School

                                             French American International School

“I particularly liked their depth of ex-     Hillbrook School
perience and their knowledge of private      International School of the Peninsula
schools and nonprofit accounting issues.
Communication with the audit team was        Kehillah Jewish High School
excellent, and the pre-audit planning and    Keys School
on-site processes resulted in an efficient
and timely completion of the audit. Prior    Marin Academy
to Armanino McKenna, I often felt like       Marlborough School
we were paying to train the auditors, but
now I feel like we’re getting real value     Notre Dame High School - San Jose
for the dollar. I am very pleased with       Pinewood Schools
our selection of Armanino McKenna.”
                                             Presidio Hill School
                  —James F. Chestnut         Ronald C. Wornick Jewish Day School
                Chief Financial Officer
             SF University High School       Salesian High School

                                             Saint Andrew’s School

“Armanino McKenna’s analysis and             Saint Mark’s School
presentation of our financial statements
                                             St. Elizabeth High School
and communication letters was well
received. We felt that this years’ process   St. Joseph Notre Dame High School - Alameda
exhibited a true partnership and that
                                             Saint Mary’s College High School
they understood our focus and were able
to glean from our discussions the key        St. Matthew’s Episcopal Day School
financial issues we confront in these
                                             San Francisco University High School
very difficult economic times.”
                                             Schools of the Sacred Heart
                    —Nick Hernandez
                                             Seven Hills School
     Director of Finance & Operations
                  Marlborough School         Valley Christian Schools
San Ramon Office              About Armanino McKenna
12667 Alcosta Boulevard
Suite 500                     Armanino McKenna is the largest California-
San Ramon, CA 94583           based CPA & Consulting firm, one of the
925.790.2600                  25 “Best of the Best” accounting firms in
                              the nation, and a Best Places to Work, both
                              nationally and regionally. We have a strong
San Jose Office
                              commitment to our communities and are a
50 West San Fernando Street
                              Green Certified business.
Suite 600
San Jose, CA 95113
                              Armanino McKenna brings depth, expertise
408.200.6400                  and value to its clients. We strive to be unique
                              in the market by providing on-site partner
San Francisco Office          involvement and deep industry expertise with
44 Montgomery Street          a regional perspective for both private and
Suite 900                     public companies. We offer a high personal
San Francisco, CA 94104       level of attention to our clients and strive to
415.568.3280                  communicate on your business needs and pro-
                              vide proactive counsel throughout the year.
Seattle Area Office
800 Bellevue Way NE
Suite 400
Bellevue, WA 98004
425.465.2706


Portland Office
1001 SW Fifth Street
Suite 1100
Portland, OR 97204



info@amllp.com
www.amllp.com

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Private Education at Armanino McKenna LLP

  • 1. Financial Expertise for the Private Education Sector
  • 2. When considering an accounting firm, know that with Armanino McKenna you will be getting the preeminent provider of accounting and consulting services to the private school industry in all of California. You will inherit a new set of eyes and gain a new perspective on how to view your financial statements and equally as important, learn what your financial statements tell the outside world. This will prove invaluable in making well-educated decisions about how best to operate your school. Armanino McKenna is different from other accounting firms. Not only do we provide the best service at competitive rates, but we also add value to your school by providing a snapshot benchmarking analysis versus a customized group of select private schools that allows you to see how your school stacks up against the best run private schools in California. This analysis, coupled with our decades of private school experience, provides some very unique and helpful financial metric analytics that will enlighten your school in areas it may not have otherwise considered or evaluated. Armanino McKenna is a firm built on a solid foundation of We are of the belief that there is no substitute for real and great service, great reliable data backed by real life experience and examples people and great presented by experts dedicated to your industry. Let clients. Armanino McKenna, THE private school experts, be your competitive advantage.
  • 3. Expertise Experience Team Communication Armanino McKenna is an established Working with over 100 private schools We understand that continuity is We have always been praised about leader in the field of private educa- provides us with real-life experiences essential in cultivating client loyalty our unique way of delivering tion. From its inception in 1953, we from which we are able to draw upon and providing best of industry ser- information and have a strong belief have been providing best-of-industry in providing business advisory and vice. That is why we provide every that our unique style of communica- services to clients in not only the private school best practice recommen- engagement from partner all the way tion clearly sets us apart from our not-for-profit industry, but more dations. Our clients benefit from the through staff with our firm’s most peers. We do not just deliver your importantly, the private school sector. numerous real-life experiences from experienced and proficient private financial results in a typical “this is Our nonprofit practice is the second which our private school partners and school financial experts. Many of what happened” approach, but we largest niche area in our firm servicing engagement teams can pull from when our long-term clients have enjoyed draw from our extensive experiences over 450 nonprofit organizations which providing thoughtful and constructive the same core team for 10-15 years to benchmark your school against include over 100 private schools. recommendations to help improve how or more! We are prepared to make your peers and/or the best-of-the-best. your school operations. that same level of commitment to The benchmarking comparisons you. provide a unique insight into the worlds of other schools and can be invaluable in helping management and the board make tough decisions about how best to operate your school now and into the future. See and Hear From Our Clients Our clients are our biggest testament to the qual- ity, timeliness and best-of-industry services we provide. Take a few minutes to check out our video testimonials and hear from other leaders in the private education industry about their experience with Armanino To learn more about our private education practice or to speak with us McKenna. about your school, contact Josh Nevarez, Partner and Private Education http://www.vimeo.com/amllp/educate Leader at 925.790.2710 or by email at Josh.Nevarez@amllp.com.
  • 4. “Armanino McKenna conducted an The following is a partial list of the extremely thorough audit offering many Private Education clients served by practical solutions to various accounting Armanino McKenna. issues we face, suggesting improve- ments to our accounting policies and procedures to assist in proper reporting Athenian School and stronger internal controls. The Branson School Armanino McKenna staff is a pleasure to work with before, during and after the California Institute of Integral Studies audit.” Carondelet High School —Marilyn Gardner Chartwell School Director of Finance College Preparatory School De La Salle High School De La Salle High School French American International School “I particularly liked their depth of ex- Hillbrook School perience and their knowledge of private International School of the Peninsula schools and nonprofit accounting issues. Communication with the audit team was Kehillah Jewish High School excellent, and the pre-audit planning and Keys School on-site processes resulted in an efficient and timely completion of the audit. Prior Marin Academy to Armanino McKenna, I often felt like Marlborough School we were paying to train the auditors, but now I feel like we’re getting real value Notre Dame High School - San Jose for the dollar. I am very pleased with Pinewood Schools our selection of Armanino McKenna.” Presidio Hill School —James F. Chestnut Ronald C. Wornick Jewish Day School Chief Financial Officer SF University High School Salesian High School Saint Andrew’s School “Armanino McKenna’s analysis and Saint Mark’s School presentation of our financial statements St. Elizabeth High School and communication letters was well received. We felt that this years’ process St. Joseph Notre Dame High School - Alameda exhibited a true partnership and that Saint Mary’s College High School they understood our focus and were able to glean from our discussions the key St. Matthew’s Episcopal Day School financial issues we confront in these San Francisco University High School very difficult economic times.” Schools of the Sacred Heart —Nick Hernandez Seven Hills School Director of Finance & Operations Marlborough School Valley Christian Schools
  • 5. San Ramon Office About Armanino McKenna 12667 Alcosta Boulevard Suite 500 Armanino McKenna is the largest California- San Ramon, CA 94583 based CPA & Consulting firm, one of the 925.790.2600 25 “Best of the Best” accounting firms in the nation, and a Best Places to Work, both nationally and regionally. We have a strong San Jose Office commitment to our communities and are a 50 West San Fernando Street Green Certified business. Suite 600 San Jose, CA 95113 Armanino McKenna brings depth, expertise 408.200.6400 and value to its clients. We strive to be unique in the market by providing on-site partner San Francisco Office involvement and deep industry expertise with 44 Montgomery Street a regional perspective for both private and Suite 900 public companies. We offer a high personal San Francisco, CA 94104 level of attention to our clients and strive to 415.568.3280 communicate on your business needs and pro- vide proactive counsel throughout the year. Seattle Area Office 800 Bellevue Way NE Suite 400 Bellevue, WA 98004 425.465.2706 Portland Office 1001 SW Fifth Street Suite 1100 Portland, OR 97204 info@amllp.com www.amllp.com